How to Use an Audit to Spring Clean Digital Marketing Efforts

April 6, 2021

Hit the refresh button this spring. Use Candor’s digital marketing audit to ensure your brand’s website, social media, email marketing and paid search content is in top shape.

It’s no secret: brands spend a ton of time and energy creating content. But it’s not enough to simply do the work — keeping track of how each piece of content is performing and using metrics to improve future campaigns is vital to achieve long-term goals.


That’s where a robust audit strategy comes in. By regularly monitoring and analyzing digital marketing efforts, content creators gain insight into improving campaigns and driving more conversions.


Lean in to spring cleaning mode by downloading Candor’s handy digital marketing audit checklist! Below, we’ve provided detailed questions for brands to ask when walking through the items. Consider this a basic strategy — we encourage content creators to brainstorm additional questions relevant to their specific situations.

Website Audit


  • Is it up to date? This may seem obvious, but it’s important for brands to regularly audit all website pages to ensure information is accurate and void of grammar issues or typos. The Google search algorithm also dings brands which adopt the “set it and forget it” approach, meaning websites are never updated. Google favors websites which are regularly maintained and updated.

  • Is Google Analytics installed? Analytics platforms allow companies to track important website actions, including how long users stay on the site, what pages are visited the most and if users are converting into customers. Knowing how people interact with sites can help brands optimize the user experience.

  • Is it driving actions? A purely informational website lacking calls-to-action is a missed opportunity. Consider adding a newsletter sign-up pop-up banner or a prompt for people to reach out for a demo. If forms are set up, make sure they work properly and submissions are sent to the appropriate contacts.

  • Is it mobile optimized? A website which isn’t optimized for mobile is a website which doesn’t work — period. In Candor’s experience, anywhere from 60% to 80% of web traffic comes from mobile devices. It’s imperative the mobile experience is effective and efficient.

  • How fast does the website load? For every 1-second delay it takes a page to load, conversion rates drop by 7%. If a website doesn’t load quickly enough, it could result in a loss of customers or leads. Start by ensuring graphics are optimized for web by compressing them to be less than 1MB. Not sure how long it takes to load? Try using Google’s free PageSpeed Insights tool.

Social Media Audit


  • Are profile fields/images accurate, current and optimized? Treat these spaces like an elevator pitch for the brand — there is often limited room for description copy on social media profiles, so make it count. Utilize “visit website” and “contact us” buttons to drive action. Check to see how profile and cover images look on desktop and mobile devices.

  • What type of content is getting the most engagement? Social media is all about trying different things and seeing what works. Brands which post content without paying attention to how audiences interact with it are making a major misstep. By carefully tracking how various pieces of content resonate, brands can more effectively increase engagement over time. Facebook has made this easy by allowing message testing on paid and organic content. If managing multiple accounts, we recommend using a social media management tool, like Sprout Social, to track comments and engagement and easily see which themes are performing best.

  • Which ad objectives are working best? Once current social media objectives are identified, look at objectives used in the past. Do engagement ads perform better than website traffic ads? Should conversion ad objectives be used more often to drive leads? If there are gaps in previous ad strategies, other advertising objectives should be explored. Comparing results to industry benchmarks is a good place to start — we suggest checking out this helpful guide from Wordstream.

  • How do competitors compare? Make a list of top competitors and see what’s posted on their social media channels. How often is content posted? Has any interesting video content been shared? How much engagement are the posts getting? On Facebook, check the Page Transparency Tool to gain awareness into the types of ads running. A quick competitor analysis could reveal interesting insights about your own brand’s social strategy and provide ideas for what could be improved.

  • Are Facebook and Instagram set up to run political/social issue ads? In Candor’s experience, posts with content ranging from “National Coffee with a Cop Day” to an op-ed featuring the phrase “private education” have been flagged as political/social issue ads. Brands can avoid unnecessary delays in ad approvals by ensuring pages are authorized to run such content. Before finalizing a social strategy, read through the platform’s advertising policies to see what topics are permitted. Put in some work on the front end to save time (and frustration) during the ad creation process.


  • Have goals been determined? Are branded emails created with a purpose, or are they sent out simply because someone on the team feels it has to happen? Each email campaign — whether sent twice a month or twice a year — must accomplish a strategic goal. Goals could be as simple as “keeping customers informed” or “sharing information about a new webinar.”

  • Is the contact list current? Before sending each new email campaign, check the contact list to ensure it’s up to date. Contacts can be added manually or automatically through a web form pop-up or link on social media channels. Keeping the list current, active and growing will ensure interested people are receiving email marketing content and will likely improve open rates.

  • Is the template optimized for mobile? A custom template may look beautiful on desktop but absolutely awful when viewed on a mobile device. Because we live in a mobile-first world, always send plenty of test emails to check content is both easy to read and navigate in a mobile environment.

  • Have frequency and send times been evaluated? It can be easy to get stuck in a routine, so switching up how often and when email campaigns are sent might increase engagement — or it could do the opposite. Test different frequencies and send times and evaluate changes in open rate and click-through rate to determine the sweet spot.

  • Have subject lines been A/B tested? A/B testing email subject lines is one of the most effective ways of optimizing email marketing efforts. Most email platforms allow users to split email lists to test campaign subject lines. Writing an effective subject line can be tricky, so trying different approaches to see what resonates most with audiences can be beneficial in driving high open rates.

Interested in learning how Candor can help your business set up a successful digital marketing content strategy? Contact us today.

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